AFAM Capital’s UnitedHealth UNH Stock Holding History

AFAM Capital’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-49,642	Closed	-$3.25M	–	145
2013 Q2	$3.25M	Buy	+49,642	New	+$3.09M	0.45%	88

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AFAM Capital's UNH Position: Q3 2013 in Review

AFAM Capital sold out of UnitedHealth (UNH) in Q3 2013, closing a stake of 49,642 shares — an estimated $3.25M sold.

AFAM Capital first reported a position in UNH in Q2 2013 and held it in 1 quarter. The position peaked at $3.25M in Q2 2013. 878 funds tracked by Wall St. Rank hold UNH as of Q3 2013.

AFAM Capital reported no remaining UnitedHealth position as of Q3 2013 after selling out during the quarter.
AFAM Capital sold 49,642 UnitedHealth shares in Q3 2013, an estimated $3.25M.
AFAM Capital first reported a position in UnitedHealth in Q2 2013 and held it in 1 quarter.
AFAM Capital's UnitedHealth position peaked at $3.25M in Q2 2013.
878 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2013.

Based on AFAM Capital's 13F filing for Q3 2013, filed 14 Nov 2013.